Position in ATO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$960,405
-$55,555 QoQ
Shares Held
5,575
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#483
of 1,035 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Horizon Investments, LLC holds $7,826,909 across 8 Utilities - Regulated Gas names. ATO ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NJR |
New Jersey Resources Corp
|
42,648 | $2,389,993 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
26,628 | $2,361,371 | |
| 3 | ATO |
Atmos Energy Corp
This page
|
5,575 | $960,405 | |
| 4 | NI |
Nisource Inc.
|
19,681 | $935,831 | |
| 5 | NWN |
Northwest Natural Holding Co
|
16,090 | $789,375 | |
| 6 | OGS |
ONE Gas, Inc.
|
2,277 | $175,488 | |
| 7 | BKH |
Black Hills Corp /Sd/
|
1,859 | $138,309 | |
| 8 | SR |
Spire Inc
|
975 | $76,137 |
All Filings in ATO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,405 | 5,575 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,015,960 | 5,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $911,739 | 5,439 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $917,269 | 5,372 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $840,515 | 5,454 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $355,070 | 2,297 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $298,594 | 2,144 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $294,897 | 2,126 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $261,529 | 2,242 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $292,776 | 2,463 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $255,443 | 2,204 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $232,728 | 2,197 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $250,712 | 2,155 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $215,843 | 1,921 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $462,961 | 4,131 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||